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Deb Jones

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Deb Jones

Deb is a Trader

Deb handles client trades and rebalancing. She works closely with advisors in an effort to optimize portfolios.

Deb has always marveled at how so many different personalities come together at SYM and seem to consistently find common ground.

She values the family culture at SYM.

Winona Lake, IN

djones@sym.com

Credentials

A red emblem of Ball State University depicting a stylized angel holding a book in its left hand. The text "Ball State University" is written below the emblem in black, capitalized letters.

Bachelor of Science in Finance – Ball State University, Muncie, IN

A logo with a black and white color scheme, featuring the text "Financial Paraplanner" at the top. Below, the large letters "FP" are displayed, followed by "QP" in the bottom half. The text "Qualified Professional" is at the bottom.

Financial Paraplanner Qualified Professional ™

Deb’s Words to Live By

Life is God’s gift to you. The way you live your life is your gift to God. Make it a fantastic one.

Personal Pursuits

Deb enjoys family game time with her husband and three children. She has a special sense of humor and values good food and good conversation with friends.

Let’s Talk

Visit our offices, schedule a meeting, call, or email anytime!

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Schedule A Meeting

Fort Wayne, IN

(260) 387-6822

7030 Pointe Inverness Way #100,
Fort Wayne, IN 46804

Warsaw, IN

(574) 267-2300

801 Park Avenue,
Winona Lake, IN 46590

Indianapolis, IN

(317) 848-2180

9100 Keystone Crossing #560,
Indianapolis, IN 46240

Mishawaka, IN

(574) 287-0035

4215 Edison Lakes Pkwy Suite 320
Mishawaka, IN 46545

Midland, MI

(989) 631-0244

414 Townsend St # 202,
Midland, MI 48640

Schedule A Meeting

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* SYM Financial Corporation ‘SYM’ is an independent investment advisor registered under the Investment Advisers Act of 1940, as amended. SYM ranked #96 in top fee-only RIA by COMPLY in 2023. This rating is not representative of a client’s experience and is not indicative of future performance. SYM did not pay COMPLY a fee for inclusion in the rankings and data is based on 2023 ADV filings.

The opinions expressed herein are those of SYM Financial Corporation (“SYM”) and are subject to change without notice. This material is not financial advice or an offer to sell any product. SYM reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs. SYM is an independent investment adviser registered under the Investment Advisers Act of 1940, as amended. Registration does not imply a certain level of skill or training. More information about SYM including our investment strategies, fees, and objectives can be found in our ADV Part 2, which is available upon request.

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